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Earnings Roundup | Nebius, Tower Semi
Two Massive Beats
4 hrs ago
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Cerebranalysis | Part 2: The Perils of Real World Inference
Turning experience testing the only custom designed model for Cerebras (GPT 5.3 Codex Spark) into an investment conclusion
22 hrs ago
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Cerebranalysis | Part 1: Dinner Plate Computing
Cerebras Analysis! The Nightmare Compiler, Wafer-Scale Yield, PVT Calibration, Tensor vs Pipeline Parallelism, Memory Constraints, I/O Bandwidth…
May 11
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CoreWeave Earnings Review
I have OTM calls and not shares for a reason.
May 8
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ARM Earnings Review | One Relevant Signal for the CPU "Arms" Race
Featuring baseball
May 7
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Lumentum Earnings Review | Being Sold Out is Now A Problem
American retail's favorite new word: bottleneck.
May 5
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Portfolio Review | April 2026 (+64%, +128% YTD)
Pop some champagne
May 4
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Bloom Energy Thesis (Free)
The reason why this energy stock is up over 10x in 12 months and just smashed their earnings.
May 3
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The Bitcoin Miner Iceberg | The Owners of the Final Bottleneck
And my top pick in the space
May 1
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April 2026
Aixtron Q1 2026 Earnings Review | Opto Revised Up Yet Again
And this is probably the largest one yet
Apr 30
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25
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Bloom Energy Q1 2026 Earnings Review
Have you ever seen a company beat consensus REVENUE estimates by 36%?
Apr 28
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The Best AI Energy Solution on the Planet
There are many ways to power a data center. Each has a trade-off of economics, practicality, and scalability. This is the best.
Apr 28
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